Need To Compare Data For What Is Missing...

I have a billing database with patient names in it. I received a tab delimited file from insurance plan of our roster of assigned patients.

I now want to compare the insurance roster to our database to see who is missing.

The roster is layed out like this (info jumbled to protect privacy):
Eligibility List Sample
Last Name First Name Date of Birth Gender Insured ID VW Acct #
ALLEN CARRIE A4/16/1939FDH36664A572576-02
BAKER AMBER S11/24/1956FFXI2824C596439-02
BARKLOWLOREN R12/15/1956MKVF0092A588878-01
BRENNANPATRICIA A 1/14/1959FFXI8763A549675-02
BROWN MARTHA E8/14/1967FBD65508A366963-02
CALDWELL MICHAEL V 12/19/1969MLR500N2J595087-01
CLARK CYNTHIA A4/24/1971FVO600M8O596011-02
DEMPSTER SCOTT A 2/21/1976MCC85242A573371-01
DUNNE ANNETTE M10/26/1976FAE88375D598423-02
DUNNE CHRISTOPHER M 8/1/2021MBV81536A598423-01


I have loaded the text into an Excel Spreadsheet to work with it.


I was able to query our patient profile data base to get people with this insurance plan...but of course the data is never an ideal match.

For instance, some of the roster patients above have Middle Initials Concatenated to the First Name. In my database it is a mixed bag of missing initials, initials concatenated to first name or initials in separate Middle field. Thus a strict match on name is not going to work.

Date of Birth should hopefully be valid between both data sources.

Probably the best source of data to validate on would be the VW Acct# as I trust this to be the same in both sets of data. However in my patient data base it is buried in a note field preceded by a "Vital Works ID: " and then the number 602659-02. Generally it is the first part of the note field, but there could be additional notes preceding or trailing this Vital Works ID info.

An example of the query I was able to pull from the patient data base is as follows:



LastFirstMiddleDate of BirthGenderNotes
ClarkLawrence J9/7/1955MVital Works ID: 7575-01
ClarkKayleeann NULL1/3/1955FVital Works ID: 7575-02
ColeCodyNULL8/19/1948FVital Works ID: 8771-02 snt ref req to ohms for impact appt tbs Sent ref req back to ohms for Impact-DX.
CreaseyWadeL7/9/1988FVital Works ID: 602659-02
KennyRoyJ2/27/1953FVital Works ID: 602679-02
UttJannieC4/11/1984MVital Works ID: 602715-01
WestAliciaG9/9/1992MVital Works ID: 602736-02
WrightMinnieO2/17/1991MVital Works ID: 602736-03
YankeeDonald E10/27/1996MVital Works ID: 602762-03
YankeeStephana A4/4/2001FVital Works ID: 602762-04



How could I now construct a query that would tell me what patients were in the eligibility roster that didnt have a match in the patient database?

I would like to then save that to Excel or somewhere that I could print it out from so I can have someone up date the database.

Thanks for your help.